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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,165 | $156,398-76.9% | $147,318-75.5% | $138,895-74.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.37% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,636 | $4,853-66.3% | $4,593-64.4% | $4,194-61.0% |
| Participant deferral / active EE | $1,636 | $8,237-80.1% | $7,906-79.3% | $6,396-74.4% |
| Admin fee / account holder | $45,746 | $14,976+205.5% | $13,708+233.7% | $12,562+264.2% |